Micronotes Cross-Sell Basic is now available for download as a free trial.

CAMBRIDGE, Mass.—May 18, 2016—Micronotes, a cloud-based marketing automation company serving financial institutions, today announced the availability of a downloadable trial version of Micronotes Cross-Sell Basic. The software is installed by a webmaster on the financial institution's public website; IT resources are not required.

Micronotes addresses one of the biggest challenges facing financial institutions: how to engage customers using the digital banking channels? Targeted banner ads are ineffective and banks and credit unions are struggling to determine which of the 3,800+ marketing automation solutions to test and how to conduct those tests. The obstacles to testing, much less integrating modern marketing automation platforms have been daunting for financial institutions: Long IT and BI project queues, limited marketing resources—both time and money, branding issues, and concerns about privacy and security.

“Every bank marketer has a list of marketing tools s/he’d like to try but, shudders to think of how long it might take to actually get something implemented and tested,” said Devon Kinkead, founder and CEO of Micronotes. “But now, a marketer and a webmaster can download and install Micronotes Cross-Sell Basic in about an hour, and try the Micronotes interview marketing platform for 30 days, free! Most modern software enables rapid low-cost testing and it’s long past time for our banking customers to have the same freedom to innovate.”

More information on the 30-day free trial from Micronotes is available here.

The full upgradable Micronotes’ product suite includes:

Micronotes Cross-Sell Basic™: Allows bank marketers to easily and unobtrusively engage qualified customers online at logout using eight brief, high impact interviews. The interviews are based on Net Promoter Score®, anticipated life events such as the purchase of a new car or home, and security quick facts such as how to stay safe in the face of: Phishing attacks, shopping scams, password theft, and ATM bandits.

Micronotes Cross-Sell Pro™: Engages existing customers when they are banking online. The product is installed on the high traffic secure-side of online banking where user identification is critical. Pro facilitates personalized, secure, one-on-one online interviews based on user profiles and interview responses and then routes sales leads to the appropriate sales contact. Pro requires a data feed and installation by Micronotes.

Micronotes Cross-Sell Enterprise™: Provides bank marketers with the ability to engage customers through online banking, mobile banking, text, and social media including Facebook and Twitter. The full cross-channel interview marketing system integrates with a bank’s email or CRM system and uses predictive analytics to improve relevance and customer experience. Enterprise also requires a data feed and installation.

Across all of its products, Micronotes interviews typically take fewer than 12 seconds to complete and the average fraction of customers engaging in the interview process in any month is 32 percent.

Pricing for all three products is based on the size of the active digital user base and starts at $200 per month for financial institutions with fewer than 20,000 active online banking customers.

About MicronotesMicronotes is a cloud-based marketing automation company leveraging fast automated interviews and artificial intelligence to solve the digital engagement problem for financial institutions. A privately held company, Micronotes is based in Cambridge, Mass.